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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $5,805 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-3623351 | Directed Trustee | $228 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,264 | $46,596-11.4% | $64,099-35.6% | $75,181-45.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.08% | 26.04%-10.0pp | 33.70%-17.6pp | 160.69%-144.6pp |
| Employer contribution / active EE | $1,284 | $1,975-35.0% | $2,748-53.3% | $2,671-51.9% |
| Participant deferral / active EE | $2,648 | $2,837-6.7% | $3,881-31.8% | $4,126-35.8% |
| Admin fee / account holder | $34 | $2,954-98.8% | $3,070-98.9% | $5,650-99.4% |